Calix price target raised to $56 from $52 at Rosenblatt on software growth

Published 12/06/2025, 13:58
Calix price target raised to $56 from $52 at Rosenblatt on software growth

Rosenblatt raised its price target on Calix (NYSE:CALX) to $56 from $52 on Thursday, while maintaining a Buy rating on the stock following a fireside chat with company executives at the Rosenblatt Age of AI Technology Summit. Currently trading at $47.88 and near its 52-week high of $48.61, the stock has delivered an impressive 35% return over the past six months, according to InvestingPro data.

The research firm cited Calix’s "upbeat message" and highlighted the company’s growing software contribution as key factors behind the increased target. Rosenblatt’s new price target represents the highest target multiple among its covered stocks. InvestingPro analysis shows six analysts have recently revised their earnings estimates upward, with analyst targets ranging from $38 to $53.

The $56 target is based on 40 times consensus 2026 earnings per share, reflecting what Rosenblatt described as Calix’s ability to "consistently grow revenues ~15% with ~175bps of GMs expansion per year."

Rosenblatt’s fireside chat included Calix Chairman Carl Russo, CFO Cory Sindelar, and VP of Investor Relations Nancy Fazioli at the firm’s technology summit focused on artificial intelligence.

The price target increase represents approximately a 7.7% boost from Rosenblatt’s previous $52 target for the networking equipment and software provider.

In other recent news, Calix Inc . reported impressive financial results for Q1 2025, surpassing both earnings per share (EPS) and revenue expectations. The company achieved an EPS of $0.19, exceeding the forecasted $0.13, and reported revenue of $220.24 million, beating the expected $207.3 million. Additionally, Calix achieved a record non-GAAP gross margin of 56.2% and expanded its customer base by adding 16 new Broadband Service Provider customers. In another development, Calix has entered into a strategic partnership with Ozmo to enhance broadband support services. This collaboration aims to improve customer service experiences by integrating Calix’s Broadband Platform with Ozmo’s support technology. The partnership is designed to lower call volumes and enable subscribers to resolve issues independently, thereby improving customer satisfaction. Furthermore, Calix has expanded its product offerings with the introduction of SmartBiz and Smart MDU platforms, aiming to address the needs of small businesses and multi-dwelling units. Analyst firms have noted Calix’s strong market position and strategic focus on innovation and customer acquisition.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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